Latest Institutional Transactions on Duke Energy Corp (DUK)
This table provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-295- 1.79% |
$29.3K - $34.7K
|
16.2K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
20.3K+ 1.84% |
$2.02M - $2.39M
|
1.12M
$122M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
912+ 7.84% |
$90.6K - $107K
|
12.5K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 16.04% |
$1.46M - $1.73M
|
107K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-42.4K- 3.26% |
$4.22M - $5M
|
1.26M
$136M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.27K- 31.17% |
$225K - $267K
|
5.01K
$542K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-13.4K- 15.33% |
$1.33M - $1.58M
|
74.1K
$8.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
397+ 12.94% |
$39.4K - $46.7K
|
3.47K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
157+ 1.29% |
$15.6K - $18.5K
|
12.4K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.18K+ 83.16% |
$117K - $138K
|
2.59K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$497 - $589
|
7.03K
$761K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-298- 1.01% |
$29.6K - $35.1K
|
29.2K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.06KNew |
$204K - $242K
|
2.06K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-97- 3.54% |
$9.64K - $11.4K
|
2.64K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.73K- 24.48% |
$569K - $674K
|
17.7K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.28K+ 9.35% |
$127K - $151K
|
15K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 14.16% |
$8.15K - $9.65K
|
497
$53.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
378+ 109.25% |
$37.6K - $44.5K
|
724
$78.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.1% |
$199 - $235
|
1.91K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.52% |
$109K - $129K
|
210K
$22.8M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.38K- 11.96% |
$336K - $398K
|
24.9K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-562- 0.84% |
$55.8K - $66.2K
|
66.7K
$7.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-35- 1.66% |
$3.48K - $4.12K
|
2.07K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5- 0.08% |
$497 - $589
|
5.95K
$644K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.28K+ 4.81% |
$525K - $622K
|
115K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.1K+ 0.52% |
$208K - $247K
|
408K
$44.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-529- 12.91% |
$52.6K - $62.3K
|
3.57K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.07% |
$1.09K - $1.29K
|
16.8K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-40- 1.56% |
$3.97K - $4.71K
|
2.52K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-378- 0.86% |
$37.6K - $44.5K
|
43.3K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
295+ 1.91% |
$29.3K - $34.7K
|
15.8K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.6K+ 1.95% |
$159K - $188K
|
83.7K
$9.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.28K- 2.0% |
$127K - $151K
|
62.8K
$6.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1- -0.0% |
$99.4 - $118
|
20.9K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-160- 1.05% |
$15.9K - $18.8K
|
15.1K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.58K+ 0.8% |
$157K - $186K
|
200K
$21.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.93K+ 0.9% |
$986K - $1.17M
|
1.11M
$120M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 0.68% |
$6.06K - $7.18K
|
9.06K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.33K- 4.15% |
$132K - $157K
|
30.8K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
651+ 7.4% |
$64.7K - $76.6K
|
9.44K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
713+ 6.48% |
$70.8K - $83.9K
|
11.7K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.12K- 1.7% |
$111K - $132K
|
64.8K
$7.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 3.46% |
$70.2K - $83.2K
|
19.7K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 2.69% |
$116K - $138K
|
42.3K
$4.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-62.2K- 63.43% |
$6.18M - $7.33M
|
35.9K
$3.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
865+ 23.76% |
$85.9K - $102K
|
4.51K
$488K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.63KNew |
$360K - $427K
|
3.63K
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
551+ 7.61% |
$54.7K - $64.9K
|
7.79K
$843K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
140+ 0.85% |
$13.9K - $16.5K
|
16.6K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-132- 4.57% |
$13.1K - $15.5K
|
2.75K
$298K
|